# Goodwill Southern Los Angeles County DC Plan
Source: https://planprovider.pro/companies/goodwill-serving-the-people-of-southern-los-angeles-county-plan-001

> Goodwill Southern Los Angeles County's DC plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goodwill Southern Los Angeles County

- **Sponsor EIN:** 951644017

- **Sponsor Address:** 800 W. PACIFIC COAST HIGHWAY, LONG BEACH, CA, 90806

- **Plan Type:** DC

- **Total Participants:** 366

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|366|$1.9M|$315,680|$484,089|

| 2023|419|$1.1M|$182,110|$263,267|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE VANGUARD GROUP, INC.|NONE|$19,050|—|$19,050|

| TRILOGY CAPITAL INC|NONE|$9,215|—|$9,215|

| WINDES, INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [WINDES, INC](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,265

- **Estimated Expense Ratio:** 1.454% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$28,265|$9,215|$19,050|—|—|

| 2023|$2,887|$1,610|$1,277|—|—|

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